News & Analysis as of

Supply Chain Renewable Energy China

J.S. Held

From Ambition to Attrition: The Financial Realities Behind Wind Project Suspensions

J.S. Held on

Introduction: Offshore Wind Projects Pulled Amid Cost Surges - The offshore wind industry has faced a wave of high-profile setbacks that have sent shockwaves through the global renewable energy landscape. The offshore wind...more

Husch Blackwell LLP

Senate Version of One Big Beautiful Bill Act Clarifies Foreign Entity Restrictions on Renewable Energy Tax Credits

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The Senate Finance Committee recently released its own draft of the “One Big Beautiful Bill Act” (the Bill) previously passed by the House as H.R. 1. Both the House and Senate versions of the Bill impose restrictions on...more

Foley & Lardner LLP

Key Provisions of the One Big Beautiful Bill (H.R.1) Related to Foreign Ownership and Foreign Supply (FEOC)

Foley & Lardner LLP on

Applicable Limitations on Tax Credits under Sections 48E, 45Y, and 45X: The below summary describes provisions in the One Big Beautiful Bill that were passed by the House and are currently under consideration in the...more

Baker Botts L.L.P.

AI, Energy, and the Trump–Xi Mineral Standoff are Colliding. What it means for Renewable M&A?

Baker Botts L.L.P. on

As President Trump and President Xi Jinping prepare for high-stakes talks following the breakdown of the May Geneva trade agreement, China’s tightening grip on critical mineral exports—especially graphite, rare earths, and...more

Hogan Lovells

Implications of new FEOC restrictions on clean energy tax credits

Hogan Lovells on

On May 12, 2025, the House Ways and Means Committee reported out a significant tax reconciliation bill, known as the “One, Big, Beautiful Bill.” While the bill aims to extend and enhance several provisions from the 2017 Tax...more

Baker Botts L.L.P.

Battery Sector Faces Headwinds

Baker Botts L.L.P. on

The U.S. battery sector faces significant challenges that could impede its growth, particularly as the demand for energy storage rises with the push for renewable energy. A major issue is the increasing reliance on lithium...more

StoneTurn

Advance in Africa: Technological Innovation and Critical Minerals

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Africa’s rich natural resources are playing a central role in the global energy transition. In a StoneTurn panel discussion, Advance in Africa, hosted by Partner Sarah Keeling, Alpha Sierra Founder Andrew Sekandi shares key...more

Eversheds Sutherland (US) LLP

Global Supply Chain Horizons - March 2025

EU-Chile Interim Trade Agreement On February 1, the EU-Chile Interim Trade Agreement (ITA) entered into force. The ITA aims to boost competitiveness for businesses across both jurisdictions, while providing a foundation for...more

Pillsbury - Gravel2Gavel Construction & Real...

Beyond the Executive Orders: Legislative Proposals to Strengthen the U.S. Critical Minerals Supply Chain

Critical minerals are the backbone of modern technologies and national security, powering everything from advanced semiconductors and electric vehicle batteries to missile guidance systems and renewable energy infrastructure....more

Baker Botts L.L.P.

Clean Energy Faces New Pressure

Baker Botts L.L.P. on

President Trump’s aggressive tariff policies—10% on Chinese imports and 25% on Canadian and Mexican goods (temporarily suspended)—are disrupting global trade and taking a toll on the clean energy market. Rising Costs: Tariffs...more

Troutman Pepper Locke

Navigating the Solar Industry's Path Through Tariffs and Growth

Troutman Pepper Locke on

In 2024, the solar energy generation industry experienced its largest-ever annual rise globally, fueled by China’s 44% solar output boost from January to November 2024. ...more

Troutman Pepper Locke

Navigating the Solar Industry’s Path Through Tariffs and Growth

Troutman Pepper Locke on

In 2024, the solar energy generation industry experienced its largest-ever annual rise globally, fueled by China’s 44% solar output boost from January to November 2024....more

ArentFox Schiff

Trump’s Second Term: Implications for Tariffs and Enforcement in the Solar Industry

ArentFox Schiff on

As President-elect Trump prepares to take office for a second term, his presidency will undoubtedly reshape US international trade policy, impacting US and foreign manufacturing. We can expect that his administration will...more

Latham & Watkins LLP

Landmark Minerals Security Partnership Finance Network Established for Critical Minerals Projects

Latham & Watkins LLP on

The new financing initiative aims to enhance collaboration amongst export credit agency and development finance institutions to support financing for critical mineral projects....more

KPMG Board Leadership Center (BLC)

Midyear observations on the board agenda - Based on insights from the 2024 Board Leadership Conference

Approaching midyear, business leaders are bullish on growth and the opportunities ahead. At the same time, the macro forces of GenAI, climate change, a multipolar geopolitical landscape and the erosion of trust and healthy...more

White & Case LLP

The Uyghur Forced Labor Prevention Act – Potential Impact on Critical Minerals Supply for Clean Energy Technologies

White & Case LLP on

In the over five months since the Uyghur Forced Labor Prevention Act ("UFLPA") entered into force, companies have grappled with how to assess and mitigate compliance risks. Lack of transparency by US Customs and Border...more

Sheppard Mullin Richter & Hampton LLP

Is the U.S. solar industry ready to prove its panels aren’t made with Uyghur forced labor?

The U.S. photovoltaic (PV) industry, solar module suppliers, manufacturers, and renewable energy developers are facing new regulatory challenges with the implementation of new legislation which has a significant impact on...more

McDermott Will & Schulte

[Webinar] How Solar Industry Leaders Are Addressing and Overcoming the US-China Trade War on Solar Modules and Related Inputs -...

Find out how solar industry leaders are overcoming the US-China trade war as Pine Gate Renewables Director of Regulatory Affairs Brett White and Assistant General Counsel Jess Cheney join us for a live discussion hosted by...more

Holland & Knight LLP

Climate and Clean Energy Policy State of Play

Holland & Knight LLP on

Clean energy initiatives and legislation continue to advance with unprecedented direction, momentum and clout in the federal government. President Joe Biden and Congressional Democrats remain fiercely committed to enacting...more

Sheppard Mullin Richter & Hampton LLP

Anti-Forced Labor Measures Turn Up the Heat on Chinese Solar Equipment Suppliers

The Silica Products WRO - On June 24, the White House announced the first strike against forced labor in the solar equipment manufacturing industry. Customs and Border Protection (CBP) issued a Withhold Release Order (WRO)...more

Spilman Thomas & Battle, PLLC

Currents - Energy Industry Insights - May 2020

Industry Expert Insights - We reached out to one of our Lex Mundi partners and a well-known expert in the United Arab Emirates in the energy and legal industries to get his thoughts on the current energy climate. ...more

Spilman Thomas & Battle, PLLC

Currents - Energy Industry Insights - April 2020 #2

China Resumes LNG Imports from the U.S. - "Chinese buyers have resumed imports of liquefied natural gas from U.S. exporters, as Beijing started granting waivers to a 25% import tariff." Why this is important: In the...more

Robins Kaplan LLP

Financial Daily Dose 10.8.2019 | Top Story: US blacklists 28 Chinese Tech Firms Even While Trade Talks Resume

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The US has blacklisted 28 Chinese companies—mostly in the tech sector—over China’s “campaign targeting Uighurs and other predominantly Muslim minorities in the autonomous region of Xingjiang,” a move that’s drawn both...more

Spilman Thomas & Battle, PLLC

Currents - Energy Industry Insights - September 2018 #3

China Says to Impose 10 Percent Tariff on U.S. LNG from September 24; Keeps U.S. Crude Oil Off List - "China announced retaliatory tariffs on an additional $60 billion worth of U.S. imports that included a 10 percent...more

Cozen O'Connor

Trump Announces New Tariffs Aimed at China and South Korea

Cozen O'Connor on

On January 22, 2018, President Trump announced new tariffs on imports of solar panels and washing machines. The companies that will be most affected are from just two countries – China and South Korea....more

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